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Private Wealth Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Private Wealth Asset Management’s Portfolio WLY Stock Details WLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.6K Hold
300
– – ﹤0.01% 633
2026
Q1 		$11.4K Hold
300
– – ﹤0.01% 673
2025
Q4 		$9.19K Buy
+300
New +$10.6K ﹤0.01% 695

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Private Wealth Asset Management's WLY Position: Q2 2026 in Review

Private Wealth Asset Management held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 300 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Private Wealth Asset Management first reported a position in WLY in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Private Wealth Asset Management held 300 shares of John Wiley & Sons Class A worth $14.6K as of Q2 2026.
  • Private Wealth Asset Management left its John Wiley & Sons Class A share count unchanged in Q2 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #633 holding.
  • Private Wealth Asset Management first reported a position in John Wiley & Sons Class A in Q4 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.